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COMMONWEALTH EQUITY SERVICES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
COMMONWEALTH EQUITY SERVICES, LLC
报告期 2026-03-31 · CIK 0000312272
持仓数
4,299
前50大市值合计
$27.31B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 6
增持 77
减持 67
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$288.9M
12,016,904
-1%
增持
IWY
ISHARES TR
+$90.3M
1,534,050
+67%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$85.4M
6,438,739
+125%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MSFT
MICROSOFT CORP
-$72.1M
3,352,422
+1%
增持
BIL
SPDR SER TR
+$48.8M
778,578
+216%
增持
NEE
NEXTERA ENERGY INC
-$39.5M
2,808,857
+4%
增持
TFLO
ISHARES TR
+$38.2M
1,231,744
+157%
减持
IJR
ISHARES TR
-$36.7M
3,541,445
-5%
减持
DGRO
ISHARES TR
-$33.9M
7,049,865
-5%
增持
GOOGL
ALPHABET INC
+$33.6M
2,528,818
+2%
增持
IVV
ISHARES TR
+$32.1M
2,734,631
+7%
减持
IJJ
ISHARES TR
-$30.4M
260,674
-51%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$30.3M
1,558,698
+3%
减持
WPC
WP CAREY INC
-$29.2M
1,548,945
-7%
减持
JNJ
JOHNSON & JOHNSON
-$29.0M
1,797,802
-4%
增持
IVE
ISHARES TR
+$28.4M
999,944
+29%
减持
RTX
RTX CORPORATION
-$27.8M
1,032,546
-1%
增持
LLY
ELI LILLY & CO
+$26.4M
337,104
+2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$26.2M
158,507
+64%
减持
AMZN
AMAZON COM INC
-$25.4M
5,141,822
-1%
减持
USMV
ISHARES TR
-$25.1M
2,781,552
-9%
减持
SHY
ISHARES TR
-$24.8M
986,250
-24%
减持
IWF
ISHARES TR
-$24.6M
2,066,498
-1%
减持
MCD
MCDONALDS CORP
-$23.0M
583,173
-1%
减持
STIP
ISHARES TR
-$22.0M
152,107
-60%
减持
—
EXXON MOBIL CORP
+$21.0M
2,386,634
-1%
减持
MRK
MERCK & CO INC
-$20.3M
1,447,121
-1%
减持
GLD
SPDR GOLD TR
-$20.3M
1,007,186
-7%
增持
AMGN
AMGEN INC
+$20.1M
375,782
+3%
减持
GOOG
ALPHABET INC
+$19.5M
1,932,081
-1%
减持
TSLA
TESLA INC
-$19.1M
1,025,238
-3%
增持
PAUG
INNOVATOR ETFS TR
+$19.0M
1,097,817
+126%
增持
CVX
CHEVRON CORP NEW
+$19.0M
1,216,554
+3%
减持
GOVT
ISHARES TR
-$18.9M
756,139
-51%
建仓
TJUL
INNOVATOR ETFS TR
+$18.8M
769,999
增持
VZ
VERIZON COMMUNICATIONS INC
-$18.6M
4,773,031
+2%
减持
SDY
SPDR SER TR
-$18.3M
1,276,662
-5%
减持
IAU
ISHARES GOLD TR
-$17.8M
3,117,839
-11%
减持
IEF
ISHARES TR
-$17.3M
343,740
-32%
增持
SCHD
SCHWAB STRATEGIC TR
+$17.1M
4,422,807
+9%
增持
COWZ
PACER FDS TR
+$17.1M
2,963,774
+10%
增持
BX
BLACKSTONE INC
+$16.6M
776,715
+8%
增持
QQQ
INVESCO QQQ TR
+$16.4M
2,312,133
+5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$16.3M
2,095,058
-14%
减持
ABBV
ABBVIE INC
+$16.2M
1,212,937
-1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$16.0M
4,060,251
-3%
减持
ESGU
ISHARES TR
-$15.9M
1,099,700
-10%
增持
PFE
PFIZER INC
-$15.9M
4,623,352
+0%
减持
EFG
ISHARES TR
-$15.8M
783,011
-10%
减持
TLH
ISHARES TR
-$15.7M
147,333
-46%
增持
—
CARNIVAL CORP
-$15.5M
4,044,828
+7%
增持
IGSB
ISHARES TR
+$15.2M
2,340,279
+16%
增持
EFV
ISHARES TR
+$14.8M
1,698,945
+22%
建仓
AUGW
AIM ETF PRODUCTS TRUST
+$14.6M
600,333
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$14.3M
3,009,140
+27%
减持
IWD
ISHARES TR
-$14.3M
2,051,106
-1%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$13.9M
502,231
+143%
减持
NEAR
ISHARES U S ETF TR
-$13.8M
137,486
-67%
增持
HYS
PIMCO ETF TR
+$13.7M
368,721
+72%
减持
FCG
FIRST TR EXCHANGE-TRADED FD
-$13.5M
45,343
-93%
增持
FDVV
FIDELITY COVINGTON TRUST
+$13.5M
1,658,376
+30%
减持
GDX
VANECK ETF TRUST
-$13.2M
748,473
-32%
增持
CAT
CATERPILLAR INC
+$12.9M
444,071
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$12.8M
309,031
+4%
减持
IWM
ISHARES TR
-$12.7M
562,808
-6%
减持
STPZ
PIMCO ETF TR
-$12.6M
71,946
-78%
增持
IUSB
ISHARES TR
+$12.6M
2,415,133
+18%
增持
COST
COSTCO WHSL CORP NEW
+$12.4M
374,207
+1%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$12.0M
3,079,076
-3%
减持
IDEV
ISHARES TR
-$12.0M
502,805
-26%
增持
SCHO
SCHWAB STRATEGIC TR
+$12.0M
329,981
+313%
增持
VTI
VANGUARD INDEX FDS
-$11.9M
2,382,758
+1%
增持
XLI
SELECT SECTOR SPDR TR
+$11.9M
466,185
+41%
建仓
TCAF
T ROWE PRICE ETF INC
+$11.8M
476,859
减持
ABT
ABBOTT LABS
-$11.7M
865,112
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$11.7M
2,806,304
+12%
增持
UPS
UNITED PARCEL SERVICE INC
-$11.7M
506,630
+0%
增持
GDIV
HARBOR ETF TRUST
+$11.6M
1,026,504
+1402%
增持
XLE
SELECT SECTOR SPDR TR
+$11.6M
1,058,532
+2%
增持
IWP
ISHARES TR
-$11.6M
2,808,141
+1%
减持
XLY
SELECT SECTOR SPDR TR
-$11.5M
256,815
-18%
增持
MOAT
VANECK ETF TRUST
+$11.1M
2,016,840
+13%
减持
ARKK
ARK ETF TR
-$10.9M
1,258,277
-9%
减持
IXN
ISHARES TR
-$10.8M
303,783
-33%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$10.4M
1,613,127
-4%
减持
PAPR
INNOVATOR ETFS TR
-$10.3M
608,296
-35%
增持
IWO
ISHARES TR
-$10.3M
669,357
+1%
减持
F
FORD MTR CO DEL
-$10.1M
2,960,916
-4%
增持
CELH
CELSIUS HLDGS INC
+$10.1M
106,706
+93%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$9.9M
1,202,386
-4%
减持
VLUE
ISHARES TR
-$9.9M
488,722
-16%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$9.9M
720,224
+197%
增持
LMT
LOCKHEED MARTIN CORP
-$9.7M
246,339
+3%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$9.6M
518,759
+145%
建仓
SFLR
INNOVATOR ETFS TR
+$9.3M
364,785
增持
SMH
VANECK ETF TRUST
+$9.3M
181,822
+63%
减持
CLX
CLOROX CO DEL
-$9.3M
166,810
-15%
增持
IWS
ISHARES TR
-$9.2M
2,396,726
+2%
增持
JULW
AIM ETF PRODUCTS TRUST
+$9.2M
1,560,520
+27%
减持
XLP
SELECT SECTOR SPDR TR
-$9.2M
717,084
-9%
减持
XLU
SELECT SECTOR SPDR TR
-$9.1M
715,008
-9%
增持
INTU
INTUIT
+$9.1M
58,605
+29%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$9.0M
1,817,314
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.9M
14,820,071
+7%
增持
XSEP
FIRST TR EXCHNG TRADED FD VI
+$8.9M
480,315
+120%
减持
FSTA
FIDELITY COVINGTON TRUST
-$8.8M
675,914
-18%
减持
LOW
LOWES COS INC
-$8.7M
439,679
-1%
增持
META
META PLATFORMS INC
+$8.6M
477,071
+2%
减持
IEMG
ISHARES INC
-$8.6M
1,925,966
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$8.6M
2,654,744
+2%
增持
IVW
ISHARES TR
+$8.4M
2,916,604
+8%
增持
SPHY
SPDR SER TR
+$8.4M
534,113
+238%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$8.3M
364,215
+143%
减持
NFLX
NETFLIX INC
-$8.3M
128,483
-0%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$8.3M
1,308,842
-10%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$8.3M
280,968
+58%
增持
VO
VANGUARD INDEX FDS
-$8.2M
1,171,395
+2%
增持
DIS
DISNEY WALT CO
-$8.2M
1,053,911
+0%
增持
MUB
ISHARES TR
+$8.0M
2,504,825
+7%
减持
ROK
ROCKWELL AUTOMATION INC
-$7.9M
98,240
-10%
减持
VNQ
VANGUARD INDEX FDS
-$7.9M
796,545
-2%
减持
DAR
DARLING INGREDIENTS INC
-$7.9M
30,714
-79%
减持
INCE
FRANKLIN TEMPLETON ETF TR
-$7.8M
45,609
-78%
减持
TGT
TARGET CORP
-$7.8M
320,182
-2%
减持
T
AT&T INC
-$7.8M
4,524,592
-5%
减持
AMT
AMERICAN TOWER CORP NEW
-$7.7M
135,814
-12%
减持
FHLC
FIDELITY COVINGTON TRUST
-$7.7M
632,438
-13%
建仓
JPLD
J P MORGAN EXCHANGE TRADED F
+$7.6M
152,826
减持
APRW
AIM ETF PRODUCTS TRUST
-$7.6M
818,918
-25%
增持
JNK
SPDR SER TR
+$7.6M
176,070
+95%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$7.6M
1,210,173
+19%
增持
IEFA
ISHARES TR
-$7.5M
2,718,363
+1%
增持
VLO
VALERO ENERGY CORP
+$7.5M
269,543
+3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$7.5M
3,263,980
+12%
增持
PSX
PHILLIPS 66
+$7.5M
282,152
+2%
增持
SPY
SPDR S&P 500 ETF TR
-$7.5M
1,783,905
+3%
增持
PG
PROCTER AND GAMBLE CO
-$7.5M
1,683,418
+1%
减持
—
LAM RESEARCH CORP
-$7.5M
34,876
-24%
增持
PEP
PEPSICO INC
-$7.5M
857,665
+4%
增持
NVR
NVR INC
+$7.4M
1,837
+232%
减持
IYW
ISHARES TR
-$7.4M
592,616
-7%
减持
ITOT
ISHARES TR
-$7.4M
1,828,960
-0%
增持
TLT
ISHARES TR
-$7.4M
1,107,903
+8%
增持
PULS
PGIM ETF TR
+$7.3M
790,541
+23%
增持
HON
HONEYWELL INTL INC
-$7.3M
383,307
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$7.3M
6,700,892
+1%
增持
JPM
JPMORGAN CHASE & CO
+$7.2M
1,820,042
+3%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$7.2M
114,299
-46%
建仓
IBND
SPDR SER TR
+$7.1M
262,729
增持
VB
VANGUARD INDEX FDS
-$7.1M
956,371
+1%
